Forthright Capital

Forthright Capital serves individual and high-net-worth clients as well as pension/profit-sharing plans, corporations, and charitable organizations, providing discretionary portfolio management, project-based and ongoing financial planning, and employee benefit plan advisory services. The firm also assists with retirement rollovers and may recommend third‑party sub‑advisors as part of its service mix.

The firm primarily emphasizes passive portfolio construction grounded in Modern Portfolio Theory—using diversified, asset-class funds to manage correlation, risk, and return—while also employing fundamental, technical, cyclical and charting analysis and engaging outside managers when appropriate. Forthright may manage accounts according to its proprietary model portfolios rather than creating fully customized holdings for each client, and it provides periodic account reporting through a third‑party reporting platform.

Noteworthy aspects relative to peers include its rapid build-out since founding in 2022 into a multi‑advisor practice with 20 advisors serving roughly 978 clients while managing about $108 million in discretionary assets, and its explicit disclosure of related-party insurance activities (an affiliated insurance agency and multiple advisor insurance licenses). The brochure also highlights a range of planning delivery options (ongoing subscription, project-based, and hourly), no stated account minimum, and an explicit discussion of rollover-related conflicts and fiduciary obligations.